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Grahamites

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  • Totally has 558 visits

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  • stockwhizzkid 2016-09-22 04:51
    Enjoy reading your posts, keep up the good work :)
  • Thomas Macphers 2015-08-11 12:12
    Grahamites: Tom I still need to figure out how to use gurufocus's personal space better. I noted your message and thanks for the nice words. I've only had 4 years
    Thanks for your note. Agreed then. We will keep learning together!
  • lawrencemconnel 2015-02-09 14:37
    Hi..just read a great article about Grantham and Marks on the drop in oil..I have not read a better article lately, but the way your site is set up I could not find a reference to the author of the article. I'm new to the site, and if I had insights like that, I would sign it..Thanks
  • cgcoss 2014-12-04 19:53
    hi Grahamites! Thank you for your post titled Naked Short Put Options - Warren Buffett's Little Secret. i had a quick question: what is your source for Buffett selling Coca Cola options? I am unable to find anything on that. again thanks for the great post!
  • aapete 2014-06-23 23:35
    Why promote a chinese stock  are you a fraud?

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All Grahamites's Activities

  • Grahamites commented on Grahamites's article 10 hr ago
    The Most Important Lessons: Don't Ignore the Technology Stocks
    A significant number of value investors shun the technology sector. I was one of them. I used to have knee-jerk reactions when I bumped into any...
    View all 3 comments
    Grahamites 05-22 10:00
    • Fung9815 - Great points. Technology is in many ways deeply rooted in our lives and maybe even more in emerging markets like China where everybody uses either Alipay or WeChat pay and etc. They are hard to understand (especially in areas where new technologies keep emerging) in terms of calling out the winners in 10 years but most investors don't have a 10-year investment horizon. But the younger generation can and should be able to tell the dominance of the established tech companies like Google, Amazon and Facebook. Doesn't mean we have to invest in them but we need to keep up to date at least. Valuation of these tech companies will be a challenge but it's still probably better than the retail falling knives in my opinion. 
  • Grahamites posts: 05-10 08:24
    Some Observations on the Checklist Approach
    “We need a different strategy for overcoming failure, one that builds on experience and takes advantage of the knowledge people have but somehow makes up for our inevitable human inadequacies. And there is such a strategy...
    Comment
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